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iShares US Energy ETF

274 hedge funds and large institutions have $634M invested in iShares US Energy ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.8% more ownership

Funds ownership: 51.71%54.51% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $683M → $634M (-$48.9M)

8% less funds holding

Funds holding: 297274 (-23)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
102
Closed
45
Calls
$366K
Puts
Net Calls
+$366K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
276
Jane Street
New York
-$1.88M -38,100 Closed
SDWMA
277
Schneider Downs Wealth Management Advisors
Pennsylvania
-$540K -10,962 Closed
Fisher Asset Management
278
Fisher Asset Management
Washington
-$457K -9,267 Closed
SAM
279
Smartleaf Asset Management
Massachusetts
-$372K -7,639 Closed
AG
280
Ascent Group
Virginia
-$349K -7,085 Closed
WPW
281
Watershed Private Wealth
Illinois
-$324K -6,580 Closed
FWCM
282
Ferguson Wellman Capital Management
Oregon
-$308K -6,239 Closed
GS
283
GWN Securities
Florida
-$280K -6,158 Closed
DA
284
Detalus Advisors
Missouri
-$290K -5,877 Closed
Cerity Partners
285
Cerity Partners
New York
-$289K -5,860 Closed
CWS
286
Cypress Wealth Services
California
-$285K -5,787 Closed
OWA
287
One Wealth Advisors
California
-$258K -5,233 Closed
CA
288
Claro Advisors
Massachusetts
-$252K -5,110 Closed
GT
289
Glenview Trust
Kentucky
-$251K -5,099 Closed
CWM
290
Congress Wealth Management
Massachusetts
-$241K -4,887 Closed
VCM
291
Virtue Capital Management
Tennessee
-$229K -4,644 Closed
MSWMA
292
Market Street Wealth Management Advisors
Indiana
-$221K -4,487 Closed
VWM
293
Venturi Wealth Management
Texas
-$217K -4,400 Closed
YIH
294
Y-Intercept (HK)
Hong Kong
-$213K -4,324 Closed
GIA
295
Gladstone Institutional Advisory
Florida
-$213K -4,319 Closed
CL
296
Choreo LLC
Illinois
-$211K -4,290 Closed
LPAM
297
Lodestar Private Asset Management
California
-$209K -4,248 Closed
SB
298
Strategic Blueprint
Georgia
-$209K -4,241 Closed
LF
299
Lantz Financial
Illinois
-$207K -4,194 Closed
AWM
300
Aprio Wealth Management
Georgia
-$206K -4,181 Closed

IYE Hedge Fund Activity: Q2 2025 in Review

274 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Energy ETF (IYE) for Q2 2025, worth a combined $634M — down 7.2% from $683M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IYE and 26 opened new positions — a net loss of 19 holders — while 102 trimmed existing stakes and 71 added.

The largest buyer was Goldman Sachs, adding an estimated $13.3M. The largest seller was UBS Group, cutting an estimated $10.7M.

  • 274 institutional investors held iShares US Energy ETF (IYE) as of Q2 2025, down from 297 in Q1 2025.
  • Funds reported $634M of iShares US Energy ETF stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 26 funds opened new iShares US Energy ETF positions in Q2 2025 and 45 closed out, a net change of -19 holders.
  • The largest iShares US Energy ETF buyer in Q2 2025 was Goldman Sachs, an estimated $13.3M added.
  • The largest iShares US Energy ETF seller in Q2 2025 was UBS Group, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.